We are live on ! Find out more
PYPL icon

PayPal
PYPL

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1551
WBH Advisory
Maryland
$687K +$16.4K +87 +3%
CW
1552
CreativeOne Wealth
Kansas
$687K +$264K +1,404 +67%
CCT
1553
Capital City Trust
Florida
$683K +$9.61K +51 +1%
OFG
1554
Oxford Financial Group
Indiana
$681K +$6.97K +37 +1%
XWM
1555
Xcel Wealth Management
Florida
$680K -$56.5K -300 -8%
HCM
1556
HGI Capital Management
New York
$680K – – –
SWA
1557
SFMG Wealth Advisors
Texas
$678K +$281K +1,492 +77%
TAM
1558
Townsend Asset Management
North Carolina
$675K +$1.32K +7 +0.2%
NJBEST
1559
New Jersey Better Educational Savings Trust
New Jersey
$670K – – –
BCA
1560
Bay Colony Advisors
Massachusetts
$669K +$639K +3,393 New
RHBC
1561
R.H. Bluestein & Co
Michigan
$667K +$18.8K +100 +3%
RA
1562
RFG Advisory
Alabama
$667K +$36.9K +196 +6%
MG
1563
Mather Group
Illinois
$662K -$14.1K -75 -2%
CB
1564
CNB Bank
Pennsylvania
$661K -$75.5K -401 -11%
RPWA
1565
Regent Peak Wealth Advisors
Georgia
$661K +$42.8K +227 +7%
PAIM
1566
Punch & Associates Investment Management
Minnesota
$660K – – –
CL
1567
CPWM LLC
Washington
$659K -$77.2K -410 -11%
TF
1568
Trek Financial
Arizona
$659K +$101K +536 +19%
FHC
1569
First Heartland Consultants
Missouri
$659K +$630K +3,343 New
ISWM
1570
Independent Solutions Wealth Management
New York
$658K +$139K +739 +28%
PPP
1571
Private Portfolio Partners
New Jersey
$658K +$9.98K +53 +2%
GW
1572
GW & Wade
Massachusetts
$655K +$9.23K +49 +1%
ACM
1573
Allred Capital Management
Texas
$655K +$52.7K +280 +9%
TA
1574
Tiedemann Advisors
New York
$652K -$97.2K -516 -13%
NB
1575
Nicolet Bankshares
Wisconsin
$652K +$18.8K +100 +3%
61 62
63
64 65